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Salesforce

2,769 hedge funds and large institutions have $179B invested in Salesforce in 2025 Q3 according to their latest regulatory filings, with 200 funds opening new positions, 1,136 increasing their positions, 1,208 reducing their positions, and 296 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

15% less capital invested

Capital invested by funds: $209B → $179B (-$30.5B)

28% less funds holding in top 10

Funds holding in top 10: 5439 (-15)

32% less first-time investments, than exits

New positions opened: 200 | Existing positions closed: 296

Holders
2,769
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.79B
Puts
$5.79B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2976
Blossom Wealth Management
California
BPC
2977
Bearing Point Capital
Minnesota
AZ
2978
Alpha Zero
Florida
CAI
2979
Capital Advisors Inc
Oklahoma
OFO
2980
OneAscent Family Office
Alabama
IIM
2981
InTrack Investment Management
Vermont
EFL
2982
ERn Financial LLC
Wisconsin
BW
2983
Blalock Williams
Alabama
AWF
2984
Alpha Wealth Funds
Utah
SWM
2985
SilverOak Wealth Management
Minnesota
RWA
2986
Redhawk Wealth Advisors
Minnesota
PWA
2987
Prairie Wealth Advisors
Nebraska
RRA
2988
Round Rock Advisors
Connecticut
WAM
2989
Weatherly Asset Management
California
HCM
2990
HMS Capital Management
Tennessee
BMM
2991
Berkshire Money Management
Massachusetts
WPA
2992
West Paces Advisors
Georgia
BH
2993
Burk Holdings
Oklahoma
TA
2994
Teramo Advisors
Florida
SPI
2995
Sutton Place Investors
New York
ACC
2996
Acorn Creek Capital
Colorado
KSWWM
2997
Keyes Stange & Wooten Wealth Management
Florida
CAM
2998
Clark Asset Management
New Hampshire
PMG
2999
Private Management Group
California
CG
3000
CFO4Life Group
Texas